SMFS
VISN

Squar Milner Financial Services’s Vistance Networks Inc VISN Stock Holding History

Squar Milner Financial Services’s Portfolio VISN Stock Details VISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-482
Closed -$14K – 770
2018
Q2 		$14K Buy
+482
New +$15.9K 0.01% 527

Other funds holding VISN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Squar Milner Financial Services's VISN Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Vistance Networks Inc (VISN) in Q3 2018, closing a stake of 482 shares — an estimated $14K sold.

Squar Milner Financial Services first reported a position in VISN in Q2 2018 and held it in 1 quarter. The position peaked at $14K in Q2 2018. 301 funds tracked by Wall St. Rank hold VISN as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Vistance Networks Inc position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 482 Vistance Networks Inc shares in Q3 2018, an estimated $14K.
  • Squar Milner Financial Services first reported a position in Vistance Networks Inc in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Vistance Networks Inc position peaked at $14K in Q2 2018.
  • 301 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.